Burns Wealth Management - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Burns Wealth Management going back to June 14, 2013

• Exencial Wealth Advisors 2023 Q3 - filed Nov. 8, 2023 - new!
• Exencial Wealth Advisors 2023 Q2 - filed Aug. 10, 2023
• Exencial Wealth Advisors 2023 Q1 - filed May 2, 2023
• Exencial Wealth Advisors 2022 Q4 - filed Feb. 14, 2023
• Exencial Wealth Advisors 2022 Q3 - filed Nov. 8, 2022
• Exencial Wealth Advisors 2022 Q2 - filed Aug. 11, 2022
• Exencial Wealth Advisors 2022 Q1 - filed May 12, 2022
• Exencial Wealth Advisors 2021 Q4 - filed Feb. 10, 2022
• Exencial Wealth Advisors 2021 Q3 - filed Nov. 4, 2021
• Exencial Wealth Advisors 2021 Q2 - filed Aug. 16, 2021
• Exencial Wealth Advisors 2021 Q1 - filed May 6, 2021
• Exencial Wealth Advisors 2020 Q4 - filed Feb. 11, 2021
• Exencial Wealth Advisors 2020 Q3 - filed Nov. 13, 2020
• Exencial Wealth Advisors 2020 Q2 - filed Aug. 17, 2020
• Exencial Wealth Advisors 2020 Q1 - filed May 15, 2020
• Exencial Wealth Advisors 2019 Q4 - filed Feb. 14, 2020
• Exencial Wealth Advisors 2019 Q3 - filed Nov. 13, 2019
• Exencial Wealth Advisors 2019 Q2 - filed Aug. 14, 2019
• Exencial Wealth Advisors 2019 Q1 - filed May 8, 2019
• Exencial Wealth Advisors 2018 Q4 - filed Feb. 6, 2019
• Exencial Wealth Advisors 2018 Q3 - filed Nov. 5, 2018
• Exencial Wealth Advisors 2018 Q2 - filed Aug. 1, 2018
• Exencial Wealth Advisors 2018 Q1 - filed May 9, 2018
• Exencial Wealth Advisors 2017 Q4 - filed Feb. 9, 2018
• Exencial Wealth Advisors 2017 Q3 - filed Nov. 8, 2017
• Exencial Wealth Advisors 2017 Q2 - filed Aug. 10, 2017
• Exencial Wealth Advisors 2017 Q1 - filed April 26, 2017
• Exencial Wealth Advisors 2016 Q4 - filed Jan. 20, 2017
• Exencial Wealth Advisors 2016 Q3 - filed Nov. 14, 2016
• Exencial Wealth Advisors 2016 Q2 - filed Aug. 15, 2016
• Exencial Wealth Advisors 2016 Q1 - filed April 19, 2016
• Exencial Wealth Advisors 2015 Q4 - filed Feb. 16, 2016
• Exencial Wealth Advisors 2015 Q3 - filed Nov. 6, 2015
• Exencial Wealth Advisors 2015 Q2 - filed Aug. 10, 2015
• Exencial Wealth Advisors 2015 Q1 - filed May 11, 2015
• Burns Wealth Management 2014 Q4 - filed Feb. 9, 2015
• Burns Wealth Management 2014 Q3 - filed Nov. 12, 2014
• Burns Wealth Management 2014 Q2 - filed Aug. 13, 2014
• Burns Wealth Management 2014 Q1 - filed May 14, 2014
• Burns Wealth Management 2013 Q4 - filed Feb. 5, 2014
• Burns Wealth Management 2013 Q3 - filed Nov. 14, 2013
• Burns Wealth Management 2013 Q2 - filed Aug. 19, 2013
• Burns Wealth Management 2013 Q1 restated - filed June 14, 2013